Orbit Platform Documentation
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  • Welcome
  • 1. Introduction
    • 1.1 Orbit Platform Overview
    • 1.2 Key Features
    • 1.3 Target Audience
    • 1.4 Benefits of Using Orbit Platform
    • 1.5 Overview of this Documentation
  • 2. Quick Start
    • 2.1 Accessing Orbit Platform
    • 2.2 Navigating the User Interface
    • 2.3 Basic User Cases
      • 2.3.1 Conducting a Semantic Search
      • 2.3.2 Copilot Chat
      • 2.3.3 Browsing and Using Pre-Defined Bots
    • 2.4 Exploring the Bot Marketplace
    • 2.5 Understanding SaaS Features and Limitations
  • 3. Platform Overview
    • 3.1 Overview of Orbit Platform
    • 3.2 Orbit AI Studio
      • 3.2.1 Data Loaders
      • 3.2.2 Metadata Management
      • 3.2.3 PDF Pre-Processing
      • 3.2.4 LLM Integration
      • 3.2.5 Workflow Automation
    • 3.3 Custom Knowledge Base Creation
    • 3.4 Chat and Search Capabilities
    • 3.5 Bot Marketplace
      • 3.5.1 Overview of the Bot Marketplace
      • 3.5.2 Creating and Managing Bots
      • 3.5.3 Automating Manual Tasks with Bots
  • 3.6 Data Connectors
  • 4. User Guide
    • 4.1 General User Interface
      • 4.1.1 Portfolio Management
      • 4.1.2 Concept Management
      • 4.1.3 Share
    • 4.2 Semantic Search and Chat
    • 4.3 Features on Single Document
    • 4.4 Create Your Knowledge Base
  • 5. Orbit Knowledge Bases
    • 5.1 Introduction
  • 5.2 Global Exchange Filings
  • 5.3 China Earnings Transcripts
  • 5.4 Global Sustainability Reports
  • 5.5 Global Regulation Documents
  • 5.6 Global Earnings Transcripts
  • 5.7 Listed Companies Official Documents
  • 5.8 Private Companies Official Documents
  • 5.9 Google News
  • 5.10 China Bond Documents
  • 6. Off-the-Shelf Bots
    • 6.1 Data Transformer
    • 6.2 Filings Insight Extractor
    • 6.3 Portfolio News Tracker
    • 6.4 Summary Composer
    • 6.5 Financial Statement Navigator
    • 6.6 Earning Call Calendar
    • 6.7 News Flow Tracker
  • 6.8 SmartMonitor Bot
  • 7. Pricing
    • 7.1 Product Options
    • 7.2 SaaS Pricing Structure
  • 7.3 Product Selection Guide
  • 8. Enterprise Deployment
    • 8.1 Deployment Options
    • 8.2 Security and Compliance
    • 8.3 Scaling and Performance
    • 8.4 Integration with Existing Systems
  • 9. Use Cases and Examples
    • 9.1 Investment Research Use Cases
      • 9.1.1 Generate a Research Report with Copilot Chat
      • 9.1.2 Analyse Investment Themes from Annual Reports
    • 9.2 Sustainability Use Cases
      • 9.2.1 Generate an ESG Report with Copilot Chat
      • 9.2.2 Orbit vs Claude vs Perplexity
    • 9.3 Service Provider Use Cases
    • 9.4 Case Studies: Success Stories
  • 10. FAQ and Troubleshooting
    • 10.1 Common Questions
    • 10.2 Contacting Support
  • 11. Appendices
    • 11.1 Glossary of Terms
    • 11.2 Whitepapers
      • Advancing News Analytics for Financial Decision Making
    • 11.3 Release Notes
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  1. 3. Platform Overview

3.2 Orbit AI Studio

Previous3.1 Overview of Orbit PlatformNext3.2.1 Data Loaders

Last updated 9 months ago

Components of AI Studio

Data Loaders

Efficiently import and process data from various sources, crucial for handling large volumes of documents. Ensures data is ingested promptly and accurately, impacting the quality and timeliness of responses.

  1. Web Scrappers

    Extract relevant data from web pages, allowing real-time updates and comprehensive data collection. This enhances the breadth of information available, improving response accuracy and relevance.

  2. Connectors to 3rd Party Applications/Databases

    Enable seamless data exchange with external systems and databases, ensuring that the system has access to the latest data. This integration is vital for maintaining up-to-date and accurate responses.

Entity Master

Centralized repository for all entities, ensuring consistency and accuracy across the system. Helps in precise entity recognition, improving the system’s understanding and contextual relevance.

  1. Entity Metadata Maintenance and Updates

    Regular updates and management of entity-related metadata ensure that the system’s knowledge base is current. This impacts the reliability and correctness of the information provided.

Metadata Management

Handles document and data metadata to enhance search and retrieval. Efficient metadata management facilitates faster and more accurate information retrieval, improving overall response quality.

Pre-processing Engine

Prepares data by cleaning, normalizing, and transforming it, which is essential for handling large data volumes. Proper pre-processing ensures that the data is in a usable format, enhancing the system’s performance and accuracy.

PDF Parsing

Extracts text and metadata from PDF documents, allowing the system to process and understand information contained in PDFs. This capability is crucial for accessing a wide range of document types.

Embedding

Converts data into embeddings for efficient retrieval and analysis, allowing the system to handle large datasets quickly. Embeddings improve the system's ability to find relevant information and provide accurate responses.

File Storage

Secure storage for PDFs and flat files ensures that all documents are easily accessible and protected. Proper storage solutions enhance data retrieval speeds and ensure data integrity.

Search Engine

Advanced search capabilities for quick and accurate data retrieval, crucial for managing large document volumes. A robust search engine improves the system's ability to find and deliver relevant information swiftly.

Orchestrator

Manages and coordinates workflows and processing logic, ensuring efficient operation. This component is vital for maintaining system performance and reliability.

  1. Connect to LLMs

    Integrates with large language models to enhance data processing and response generation, leveraging advanced AI capabilities for improved understanding and generation of responses.

  2. Processing Logic Development

    Customizable logic for specific data processing needs, allowing the system to handle complex queries and data scenarios effectively.

  3. Workflows

    Streamlined processes to ensure efficient data handling and response generation. Well-designed workflows enhance system efficiency and the quality of outputs.

User Interface

Intuitive interface for users to interact with the system, ensuring ease of use and accessibility. A user-friendly interface improves user engagement and satisfaction.

  1. Visualizations

    Graphical representation of data and insights for easy understanding and analysis. Visualizations help users quickly grasp complex information, enhancing the overall user experience.